HomeDrop 📊Steady week

Weekly intel for Christian Alexander
Week of 2026-04-16
Scan urgent items, filter by signal type, pin key accounts, or grab a PDF for your 1:1s.
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Priority 9-10 Act now 7-8 This week 5-6 Monitor 3-4 Low 1-2 Info
Portfolio Health
0
Overdue Renewals
0
Renewals Next 30d
2
Renewals Next 90d
3
Expansion Candidates
Total ARR at Risk: $119,400 4 of 13 accounts with signals
Your Week at a Glance
Portfolio pulse — what's moving across your book
13 accounts, $654K total ARR — zero overdue renewals, clean book.
Bell Bank posted a financial podcast partnership with Forum Communications, signaling consumer brand investment.
NFM closed a Hunting License expansion February, now at 57 active LOs with 360 producing — 300-LO whitespace is the expansion runway.
Altitude (41 days to renewal) is running opt-in demos; Faisal Adil doesn't yet grasp that LO buy-in isn't required — strategy risk to address pre-PHR.
✅ Monday Morning To-Dosspecific actions, named owners, this week
Prep and schedule PHR with Faisal Adil at Altitude Financial by Friday — 41 days to renewal, reframe LO adoption value prop before 60-day window.
➕ Calendar
Call Tom Romine at Bell Bank by Friday — push $336K expansion contract (overdue from 3/31) to signature.
➕ Calendar
Schedule PHR with Ed Vogt at Central Trust Bank by end of April — 76 days to renewal, re-engage after 2022 last touchpoint.
➕ Calendar
Present whitespace expansion pitch to Gregory Sher at NFM by end of Q2 — 303-LO gap, frame as Phase 2 rollout.
➕ Calendar
Follow up with Clay Mcmurray at Benchmark this week on Pro Plus pilot — convert remaining 31 seats to full adoption.
➕ Calendar
0
New Joiners
13
Active Accounts
0
Signals
0
Urgent
🔄 Renewal Action Queue2 accounts
Approaching
Altitude Financial Corporation
41 days until renewal
Prep and schedule PHR with Faisal Adil by end of next week — renewal 41 days out, proposal due inside 60-day window.
Renewal type is 'contraction' — going from 25 seats at $63K to $24K proposed. Status notes say opt-in demos in progress. Strategy notes Faisal's misunderstanding about LO buy-in. You need to reframe the value prop (LO adoption isn't required for ROI) and lock the PHR before he stalls.
Your plan:PHR
🔗 SF Opp· Renewal Anticipated
$63,960/yr
ARR
Prepare
Central Trust Bank, The
76 days until renewal
Schedule PHR with Ed Vogt by end of April — 76 days to renewal, inside 90-day notice window.
Status notes say you weren't invited to the last quarterly meeting. Risk notes: 'Not much contact.' Last Next Steps entry is from 2022. This is a $55K renewal at a $20B bank — light touch is risky. Re-engage now, schedule the PHR, surface usage data.
Your plan:PHR
🔗 SF Opp· Renewal Anticipated
$55,440/yr
ARR
🚀 Expansion Spotlight3 accounts
Nfm Lending, Llc
+$95K ARR
100 additional VSB seats × $105/mo, 33% conversion of whitespace
Signal
360 producing LOs vs 57 active on Homebot — 303-LO whitespace. Closed a Hunting License expansion 2/17/26, now in rollout phase. New hires Jenny Farrell (industry leader, 2/24/26 announcement) and Liz Collins signal aggressive growth posture. YoY loan volume +16.4%.
Your Move
Present whitespace expansion pitch to Gregory Sher by end of Q2 — frame as 'Phase 2 of the rollout.' Target 100 seats at VSB pricing ($105/mo Starter Plan).
➕ CalendarENT AEGrant Horvath
Bell Bank
+$96K ARR
incremental from $240K to $336K expansion already in pipeline
Signal
Push the $336K expansion opp (stage: Business Case) over the line — close date was 3/31, now overdue. Next step from 12/19: Tom is 'actively looking at the contract.' Expansion opp has been open since before Q1. YoY volume +17.4%, 3 new job postings (Mortgage Servicing Tax Manager, Business Systems Analyst, Personal Banking Specialist in Minneapolis) signal headcount growth.
Your Move
Call Tom Romine by Friday — confirm contract review status, push for signature timeline on the $336K expansion before end of April.
Ark-La-Tex Financial Services, Llc
+$67K ARR
31 open seats × $180/mo filled at Pro Plus rate
Signal
117 seats contracted, 86 filled — 31 open seats, strong utilization (73.5% seat fill, 57.3% client capacity). Status notes say 'Partial Pro Ent looking to go All-in with Pro Plus.' Next steps from 11/20/25: national opt-in webinar completed. Strategy is to close Pro Plus pilot and upgrade to 100% adoption.
Your Move
Follow up with Clay Mcmurray this week on Pro Plus pilot results — convert remaining 31 seats to full adoption and lock 100% company rollout.
➕ CalendarENT AESam Bakeris
Account Details13 accounts
homebot HomeDrop · 2026-04-16